See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,374 | $97,757-17.8% | $83,848-4.1% | $135,375-40.6% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -6.41% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,320 | $4,222-68.7% | $3,631-63.6% | $4,779-72.4% |
| Participant deferral / active EE | $4,478 | $4,682-4.4% | $4,082+9.7% | $5,609-20.2% |
| Admin fee / account holder | $1,176 | $6,674-82.4% | $5,478-78.5% | $10,827-89.1% |